An Advisors Guide To Private Annuities PDF Download
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| Author | : F. Bentley Mooney, Jr. |
| Publisher | : AuthorHouse |
| Total Pages | : 294 |
| Release | : 2011-06-23 |
| Genre | : Law |
| ISBN | : 1452018057 |
Download An Advisor’s Guide to Private Annuities Book in PDF, ePub and Kindle
This book may be the only complete collection of law and tactics on the use and misuse of private annuities. It is written for the professional advisor – the attorney, accountant, financial planner, and others – so it is necessarily more detailed than most lay-persons would find tolerable. To keep it readable, however, I present the information directly to the reader as end user, rather than switching back and forth from factual presentation to suggestions on how to present it to the client. As advisor, just draw the necessary inferences.
| Author | : JOHN L. OLSEN |
| Publisher | : |
| Total Pages | : 350 |
| Release | : 2017-06-09 |
| Genre | : |
| ISBN | : 9781945424533 |
Download The Advisor's Guide to Annuities Book in PDF, ePub and Kindle
Written in plain English, the latest updated, revised, and expanded edition of The Advisor's Guide to Annuities covers both the technical details of how various types of annuities operate, as well as the broader questions about how and when they should be used in clients' financial plans. No other resource provides such a deep and independent-minded look at the structure, costs, benefits, and risks that come with all types of annuities. This comprehensive, single-volume guide supplies: - Clear and concise descriptions of every type of annuity - In-depth discussions of the direct and secondary issues surrounding the use of annuities, including income and estate tax consequences as well as concerns for annuity owners and beneficiaries - Detailed explanations of annuity-specific terminology, which empowers advisors and clients to understand exactly how an annuity will function and enables comparison of similar products from different companies - Sound advice from industry-leading authors which helps advisors avoid common mistakes and ensures that the choices offered are truly in the best interests of clients Highlights of the 5th Edition: - Detailed discussion of qualified vs. nonqualified annuities - Exploration of planning opportunities presented by Deferred Income Annuities (DIAs) or "longevity annuities" and QLACs - In-depth discussion about the impact of the DOL Fiduciary Rule on advisors and consumers - Advice and analysis of the impact of partial withdrawals - Updated tax info, including info on QLACs - New material on "managed volatility" indices used in indexed annuities - New ways to use variable annuities as an investment vehicle, including new "fee only" variable annuities that can be sold under the Fiduciary Rule. Written by two of the foremost experts in this field, The Advisor's Guide to Annuities, 5th Edition, is designed specifically to help you make the most of all the opportunities--and avoid complications--in this active and ever-changing area.
| Author | : John L. Olsen |
| Publisher | : |
| Total Pages | : 0 |
| Release | : 2022-05-13 |
| Genre | : |
| ISBN | : 9781954096448 |
Download The Advisor's Guide to Annuities, 6th Edition Book in PDF, ePub and Kindle
Focuses on client needs and client interactions Provides in-depth explanations of different types of annuities as well as annuity-based vocabulary Offers helpful review questions at the end of each chapter to reinforce information learned Provides information about the SECURE Act and how it affects annuity beneficiaries New in the 6th Edition: Shift in overall focus, starting with client needs and describing the related annuities products that meet those needs. New Chapter 20 covering important recent annuity-related regulations from the NAIC, SEC, Federal Dept. of Labor, and the annuity-related provisions of the Federal SECURE Act. These regulations prescribe practices that advisors must follow. New Chapter 18 entitled "What's the Best Kind of Annuity for My Client?", providing clear guidance for determining suitability of annuity types. New Chapter 21 covering practicing defensively in "The Advisor as Defendant," written by an experienced expert witness in annuity-related litigation. Includes specific guidance on formulating policies and procedures to lessen an advisor's vulnerability to predatory lawsuits. Expanded Chapter 5 on Index Annuities, including detailed analysis of the moving parts of these contracts. Expanded Chapter 9 on guaranteed living benefits, including an expanded discussion of living benefit riders. Enhanced study aids, including chapter summaries review questions for each chapter. Topics Covered: Immediate vs deferred annuities Fixed vs variable annuities Debunking common myths about annuities Statutory, class, and individual exemptions Taft-Hartley plans (Multiemployer Plans) And More! See the "Table of Contents" section for a full list of topics
| Author | : John L. Olsen |
| Publisher | : |
| Total Pages | : 0 |
| Release | : 2014-05-24 |
| Genre | : Annuities |
| ISBN | : 9781939829771 |
Download The Advisor's Guide to Annuities, 4th Edition Book in PDF, ePub and Kindle
The Advisor's Guide to Annuities provides objective, impartial guidance on what annuities can and cannot do, their costs, and what risk-management features annuities offer. All delivered in easy-to-read language.
| Author | : Crc Fic Cwc J. Marc Ruggerio |
| Publisher | : Lulu.com |
| Total Pages | : 153 |
| Release | : 2011-01-19 |
| Genre | : Business & Economics |
| ISBN | : 0557448247 |
Download The Truth about Variable Annuities Book in PDF, ePub and Kindle
The most up to date and authoritative book on the complexities of structuring annuities. The author takes an unbiased point of view and articulates the complexities of all the major aspects of variable annuities and riders to allow them to become more understood by financial advisors and annuity owners alike. He clearly notes the benefits of variable annuities as well as the pitfalls which to look out for! Showing you the strategies that experts utilize within these investments while also detailing significant failures of cases where they were misunderstood and not structured properly. Can be used as a perfect reference guide on specific aspects of variable annuities as well as providing insight into the business of how variable annuities are sold. This is a bold and concise approach that allows the truth to be seen without reservations.
| Author | : Irving S. Schloss |
| Publisher | : Oxford University Press |
| Total Pages | : 278 |
| Release | : 2001-03-01 |
| Genre | : Business & Economics |
| ISBN | : 9780195351125 |
Download Understanding TIAA-CREF Book in PDF, ePub and Kindle
TIAA-CREF is the largest private pension plan in the world, with more than $260 billion under management, including an estimated 1% of all shares traded on the New York Stock Exchange. And yet, while there is a wealth of information on IRAs, 401(k)s and other investment vehicles, until now there has been little guidance for the millions of TIAA-CREF plan participants and their advisors. The TIAA-CREF Book offers the definitive guide to TIAA-CREF for participants, estate planners, and financial advisors. Simply and clearly--and with a droll sense of humor--the authors explain the often complex legal and financial aspects of how the TIAA-CREF plan works, how the investment choices new participants make can affect the funds available at retirement, what the distribution options are for withdrawing money either before or after retirement, and how to leave the fund as an inheritance. For participants in the accumulation stage of their careers, the authors explain the important differences between fixed income securities (TIAA) and equity securities (CREF), and examine the investment choices for both. They address such important issues as how to allocate contributions, how portable an account really is, and how plans differ from employer to employer. In addition to the valuable primer on estate planning--from how to quantify assets, needs, and income to how the Federal Estate Tax affects TIAA-CREF accounts--the authors explore in detail the distribution options available and help weigh the pros and cons of each choice. Drawing on their extensive work in the field of estate planning, the authors cover the gamut of what it takes to make the most out of a TIAA-CREF plan. TIAA-CREF is a registered trademark of the Teachers Insurance and Annunity Association/College Retirement Equities Fund Corporation.
| Author | : Marco Gantenbein |
| Publisher | : LibreDigital |
| Total Pages | : 432 |
| Release | : 2008-03-31 |
| Genre | : Business & Economics |
| ISBN | : 9780470282182 |
Download Swiss Annuities and Life Insurance Book in PDF, ePub and Kindle
A detailed look at one of today's most secure ways to invest and protect assets. Swiss Annuities and Life Insurance covers all the important investment and legal aspects of the field. Readers will learn about the key characteristics of Swiss annuities.
| Author | : |
| Publisher | : |
| Total Pages | : 24 |
| Release | : 2005 |
| Genre | : Annuities |
| ISBN | : |
Download Variable Annuities Book in PDF, ePub and Kindle
| Author | : Wade Pfau |
| Publisher | : |
| Total Pages | : 0 |
| Release | : 2023-03-20 |
| Genre | : |
| ISBN | : 9781945640179 |
Download Retirement Planning Guidebook Book in PDF, ePub and Kindle
| Author | : Barry Leonard |
| Publisher | : DIANE Publishing |
| Total Pages | : 32 |
| Release | : 2007-12 |
| Genre | : Business & Economics |
| ISBN | : 9781422319024 |
Download Savings Fitness Book in PDF, ePub and Kindle
Many people mistakenly believe that Social Security (SS) will pay for all or most of their retire. needs, but the fact is, since its inception, SS has provided little protection. A comfortable retire. usually requires SS, pensions, personal savings & invest. The key tool for making a secure retire. a reality is financial planning. It will help clarify your retire. goals as well as other financial goals you want to ¿buy¿ along the way. It will show you how to manage your money so you can afford today¿s needs yet still fund tomorrow¿s. You¿ll learn how to save your money to make it work for you & how to protect it so it will be there when you need it. Explains how you can take the best advantage of retire. plans at work, & what to do if you¿re on your own. Illustrations.
